Donoghue Forlines LLC
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$361.4M
Holdings
118
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPTS
SPDR SERIES TRUST
Held since at least Q1 2024
11.9%
02
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 361.9k shares)
8.7%
03
$XFIV
BONDBLOXX ETF TRUST
Held since at least Q1 2024
7.4%
04
$SHY
ISHARES TR
Held since at least Q1 2024
1.9%
05
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.9%
06
$BMY
BRISTOL-MYERS SQUIBB CO
Q4 2025: Exited (was 31.5k shares)
1.4%
07
$DFTT
NORTHERN LIGHTS FD TR
Held since at least Q1 2024
1.3%
08
$XTRE
BONDBLOXX ETF TRUST
Held since at least Q1 2024
1.3%
09
$EIX
EDISON INTL
Held since at least Q1 2024
1.2%
10
$PFG
PRINCIPAL FINANCIAL GROUP IN
Q4 2025: Exited (was 18.6k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.